Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PMIA
6026
Patrick Mauro Investment Advisor
Illinois
$177M -$6.26M -3% 43
PCM
6027
Ping Capital Management
New York
$177M +$26.7M +18% 81
AIM
6028
Avanda Investment Management
Singapore
$177M -$106M -37% 33
ES
6029
Enavate Sciences
California
$177M +$43.8M +33% 6
GFL
6030
Granite FO LLC
New Hampshire
$177M +$490K +0.3% 189
LIM
6031
Lagoda Investment Management
New York
$177M +$19.5M +12% 34
BWM
6032
Birchcreek Wealth Management
Ohio
$177M +$18.1M +11% 121
TF
6033
Tudor Financial
Ohio
$176M +$9.96M +6% 144
PAW
6034
Plan A Wealth
Nebraska
$176M +$47.4M +37% 163
GPWM
6035
Grant Private Wealth Management
California
$176M +$83.7M +90% 151
CI
6036
Canerector Inc
Ontario, Canada
$176M +$47.4M +37% 10
BOJHT
6037
Bank of Jackson Hole Trust
Wyoming
$176M +$21.5M +14% 483
RWRC
6038
R.W. Roge & Company
New York
$176M -$6.48M -4% 57
RF
6039
RHS Financial
California
$176M -$2.27M -1% 152
PWP
6040
Pursue Wealth Partners
California
$176M +$11.7M +7% 129
EPIM
6041
Equinox Partners Investment Management
Connecticut
$176M +$13.3M +8% 9
CC
6042
Carlson Capital
Texas
$176M -$3.06M -2% 81
LWP
6043
Laurel Wealth Planning
Minnesota
$176M +$25.4M +17% 58
S
6044
Sanofi
France
$176M +$9.8M +6% 10
FFG
6045
Foundry Financial Group
New Hampshire
$176M +$13.3M +8% 63
RCM
6046
Rockbridge Capital Management
Virginia
$176M +$12.2M +7% 27
MLRA
6047
Main Line Retirement Advisors
Montana
$176M +$21.7M +14% 46
FCM
6048
Fairbanks Capital Management
California
$176M +$20M +13% 55
PW
6049
Potentia Wealth
California
$175M -$37.8M -18% 94
JAM
6050
Jacobs Asset Management
New York
$175M +$17.5M +11% 34